This article will explain how you can restrict the viewing of activity dashboard tabs.
You can restrict the viewing of Activity Dashboard tabs by Account Role.
Access the Activity Dashboard screen from the Summary Pages section of the
Dashboards menu.
- Click the Gear in the upper right-hand side of the screen.
- Click the Dashboard Settings Options button.
- Click on Configure Tabs.
- Navigate to the tab you wish to remove from view.
- Click the tab name.
- Add a Permitted Account Role by clicking on the '+' and selecting the role from the list of Account Roles. (Conversely, remove an Account Role by checking the box to the left of that role and clicking on the '-'.)
- Click Save to save your changes.
- Click Return to exit the screen.
The tab you have removed from view is no longer visible and is only available to those who have been assigned the Account Role that you had selected.
*Click on the "Close Settings" button to exit out of the Dashboard Configuration Settings.
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